Jobs Report Reality Check, Life Sciences M&A Watch, and the Robotics Boom (with Wayve Capital)

Today’s episode of Wayve Wire brought together the macro headlines and the market themes investors are watching most as 2026 gets underway.

Host Todd M. Schoenberger was joined by Joe Besecker (CEO, Wayve Capital) and Rhys Williams (CIO, Wayve Capital) to break down the latest Jobs Report, the Fed outlook, and the growing divide between the upper and lower halves of the U.S. economy. Joe and Rhys discussed why the payroll number alone isn’t enough to force a major policy shift, but still see a path to 2–3 rate cuts in 2026 as the economy transitions.

The conversation then shifted to life sciences stocks and potential M&A, with Joe predicting that large pharma and biotech firms will look to boost pipelines by acquiring small- and mid-cap companies—especially heading into the JPMorgan Healthcare Conference. Joe highlighted the Emerald Life Sciences ETF as a proxy for gaining exposure to the sector, pointing to the value of active, expert-driven ETF strategies.

The panel also discussed the surge in robotics and automation, including Wayve Capital’s interest in Serve Robotics and why autonomous delivery is gaining momentum—especially as CES puts robotics front and center. They closed with a look at the oil market after Venezuela headlines, the importance of natural gas for data center expansion, and why small caps could surprise to the upside as corporate “fill-in” deals accelerate.

If you want a fast-moving conversation that connects jobs, rate cuts, M&A, AI/robotics, and the next market rotation, this episode is worth watching.

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